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Photonics & Optical Interconnect

Photonics moves data as light rather than as electricity, which is the only practical way to carry the traffic between racks in a large AI cluster. Optical transceivers and co-packaged optics have become a bottleneck of their own.

20 stocks

#	Name	Holding	Trade Value	Theme Stocks	% of Portfolio	Status
1351	Curi RMB Capital Chicago, Illinois	$309K	+$256K	1	0.01%	New
1352	SGK Steigerwald Gordon & Koch Leesburg, Virginia	$307K	$0	4	0.03%	Maintained
1353	WWM Whalen Wealth Management Las Vegas, Nevada	$305K	+$247K	1	0.16%	New
1354	OAS Optivise Advisory Services Franklin, Tennessee	$305K	-$77.5K	1	0.18%	Reduced
1355	IIA IPG Investment Advisors San Diego, California	$303K	+$323K	1	0.05%	New
1356	BFA Beaumont Financial Advisors Needham, Massachusetts	$302K	+$250K	1	0.02%	New
1357	QC Quent Capital New York	$301K	+$7.63K	5	0.02%	Increased
1358	MMM Mendel Money Management Northbrook, Illinois	$297K	-$111K	1	0.12%	Reduced
1359	TCWM Total Clarity Wealth Management St. Charles, Illinois	$297K	-$12.1K	1	0.07%	Reduced
1360	BRG Bay Rivers Group Williamsburg, Virginia	$296K	+$17.7K	1	0.12%	Increased
1361	DJSG D.J. St. Germain Springfield, Massachusetts	$294K	+$13.3K	6	0.01%	Increased
1362	Kingswood Wealth Advisors San Diego, California	$294K	+$238K	1	0.01%	New
1363	LK Lumbard & Kellner Hollis, New Hampshire	$291K	-$94.3K	1	0.1%	Reduced
1364	RIA Rhodes Investment Advisors Fort Worth, Texas	$291K	+$242K	1	0.24%	New
1365	PCS Personal CFO Solutions Chester, New Jersey	$291K	-$136K	1	0.05%	Reduced
1366	JTWM Jackson Thornton Wealth Management Montgomery, Alabama	$288K	+$220K	1	0.03%	New
1367	MIG Mariner Investment Group Harrison, New York	$288K	+$308K	1	0.02%	New
1368	PGCM Prescott Group Capital Management Tulsa, Oklahoma	$288K	$0	1	0.03%	Maintained
1369	AlphaCore Capital La Jolla, California	$286K	+$237K	1	0.01%	New
1370	FAL Focused Alpha LLC Denver, Colorado	$285K	+$273K	1	0.08%	New
1371	WWM Wolff Wiese Magana Carslbad, California	$284K	+$34K	5	0.16%	Increased
1372	SL Summitry LLC Foster City, California	$282K	+$262K	1	0.01%	New
1373	KFG Kingdom Financial Group Peoria, Arizona	$281K	+$230K	3	0.09%	New
1374	NG Novem Group Rochester, New York	$281K	+$127K	1	0.03%	Increased
1375	RWC Rare Wolf Capital Bellevue, Washington	$279K	+$232K	1	0.17%	New